06/22/2021
STEP launches new practitioner guide on responsible wealth stewardship
STEP believes there is no single ‘right’ approach to family wealth planning.
Wealth and Asset Management
06/22/2021
Europe dominates, China rises, and the US remains stable in 2021 World Competitiveness Ranking
Western European countries lead in the 2021 rankings, reflecting the resilience of economies in the face of the global COVID-19 health crisis.
06/22/2021
China slow to overhaul $3.9tn bank wealth management sector
Focus on growth hinders reform while top talent remains hard to find
06/22/2021
$36B wealth manager eyes credit union expansion with LPL
Bank and credit union investment programs increasingly are seeking to outsource compliance and operational tasks while dropping their own BDs and RIAs or cutting them drastically.
06/22/2021
Richardson Wealth Named on the 2021 List of Best Workplaces
Great Place to Work determined the best companies based on an overall Trust Index score from their Ontario-based employees.
06/22/2021
New Insurtech Hub for Wealth Management Launches
Financial Independence Group Joins SIMON to Deliver Centralized Digital Platform for Structured Investments and Insurance Products with Powerful Education and Analytical Tools
06/21/2021
Northern Trust Appointed by US$45bn Manager
As their asset servicer, our global network helps facilitate operational efficiency, speed to market and distribution for their funds.
06/21/2021
Lebanese Money in Switzerland Record-High
Lebanese clients parked more money in Switzerland than ever last year. This comes against the backdrop of French as well as Swiss investigations into potential irregularities at Lebanon's central bank.
06/21/2021
HSBC aims to be top Asia wealth manager in 5 yrs, eyes China middle class
The London-based bank has outlined ambitious plans to expand in wealth management, particularly in China.
06/21/2021
Syz Bank joins platform for EAMs and banks data exchange
This highly secure solution aims to simplify the exchange of information with independent asset managers.
06/21/2021
Vontobel expects higher profit for first half of 2021
In the business with institutional and wealth management clients, income generation during the first five months of the year was satisfactory.
06/21/2021
Vontobel launches megatrend fund to meet growing demand
Vontobel offers a new thematics equity fund to meet demand for investments in transition and disruptive technology.
06/21/2021
China’s recovery hits a soft patch
May’s growth in exports, industrial production, fixed asset investment and retail sales remain robust compared to a year ago at 27.9%, 8.8%, 15.4% and 12.4% respectively as the charts show.
06/21/2021
UBS WM picks Invesco to run real estate mandate
The new structure will invest in Invesco’s direct real estate strategies, selected co-investments or direct real estate.
06/21/2021
SEI Announces New Strategic Alignment of Advisor Business
Independent Advisor Solutions' management team will now be aligned to the key drivers of business growth for financial advisors.
06/21/2021
Lombard Odier wins five prizes for excellence in Asia
At Lombard Odier, our long history as a family business means we have a first-hand understanding of our clients and their priorities.
06/20/2021
Investec and Irish Life considering joint bid for Davy
Investec has been active on the Irish capital markets scene since 2012, when it acquired NCB.
06/20/2021
US WealthTech Talks: Driving Efficiencies in Wealth Management with Technology
Technology in and of itself is not necessarily the answer but the intelligent deployment of the right technologies in the right framework can make huge a difference.
06/18/2021
True Potential eyes $2bn SPAC - reports
Wealth manager also considering sale
06/18/2021
Bank Julius Baer places first ever euro bond of €500m
An application for provisional admission to trading on the SIX Swiss Exchange will be made.